Batch Invoicing: Create, Print, or Email

Batch invoicing allows you to find all unbilled Appointments in a desired date range and create Invoices for them all at once. You can create Invoices per Client or Staff, or for ALL Clients and Staff.

Jump to Section: 

Create Batch Invoices

1. Click Billing tab in primary navigation bar.
2. Click Batch Invoicing in side navigation. Create New Invoices tab opens.
3. You can filter by Client, Client Pays by (Insurance or Self), Staff, Service Type, Place of Service, Primary Insurance and Note Signature Status.

   NOTE: If you want ALL unbilled Invoices, leave filters empty.

4. Set appropriate Date Range.
5. Click Search button.
6. View total count of items selected, total dollar amount selected, and the total dollar amount including selected and unselected items.
    

   

7. Select Hide No Shows, Reschedule & Cancellations box if desired to filter. Clients with unbilled Appointments display.
8. Click each Client's name to show Invoice Details. You can make any changes there. 
9. (Optional) You can add a Batch Invoice item or add invoice information and Apply to all Invoices. 
10. Select or deselect Clients you wish to create Invoices for. 
11. Click the green Create Selected Invoices button.
     

    

    
     
12. Click Yes I'm sure to confirm you want to create Invoices. 
    

[Back to Top]

Group All Appointments into Single Claim

1. Click Apply to all Invoices.

   

2. Click Group all appointments into single claim.
3. Filter invoices.
4. Click Apply to All.
5. Click Create selected invoices.
    

   

6. Select the invoice on the Process Existing Invoices page. 

   

7. The Group all appointments into single claim checkbox will be selected by default.

   

[Back to Top]

Print or Email Invoices

1. Click Billing tab in primary navigation bar.
2. Click Batch Invoicing in side navigation.
3. Click Process Existing Invoices tab.
4. Set appropriate Date Range.

   NOTE: Date Range here is the date the Invoice was created.

5. Click Search button.
6. Select or deselect Clients you wish to print or email Invoices for.
7. Click Print or Email to Client and select Invoice or Superbill.

   NOTE: If you are connected to a Clearinghouse, you can add Claims to Awaiting Submission by clicking Add to Claims Awaiting Submission button.

   

    

Related Article:

• Add Multiple Invoices to Claims Awaiting Submission: Batch Invoicing: Submit to Clearinghouse

[Back to Top]